Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.566 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47830.84 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46435.89 Kr¶
PnL: ---------------------------------------> -452.68 Kr¶
DD now: ---------------------------------> -1.643 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 10:15:20.780530'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.820000 | 3203.200000 | 232.200000 | 7.820000 | 2971.000006 |
| HEBA B | 70 | 2.030000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Boozt | 12 | 1.350000 | 1708.800000 | 54.800000 | 3.310000 | 1653.999996 |
| AcadeMedia | 12 | 2.040000 | 605.400000 | 48.400000 | 8.690000 | 557.000004 |
| Corem Property Group B | 59 | 1.730000 | 624.220000 | 47.220000 | 8.180000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.760000 | 391.100000 | 36.100000 | 10.170000 | 355.000000 |
| SAAB B | 8 | -0.790000 | 3412.800000 | 35.800000 | 1.060000 | 3377.000000 |
| MedCap | 2 | 2.250000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Resurs Holding | 22 | 0.150000 | 601.920000 | 27.920000 | 4.860000 | 573.999998 |
| OEM International B | 7 | 1.410000 | 553.700000 | 25.700000 | 4.870000 | 527.999997 |
| HMS Networks | 2 | 1.690000 | 696.400000 | 23.400000 | 3.480000 | 673.000000 |
| Intrum | 4 | 2.390000 | 548.800000 | 21.800000 | 4.140000 | 527.000000 |
| Coor Service Management Hold. | 8 | 2.470000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Eastnine | 4 | -1.260000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | -1.660000 | 550.720000 | 7.720000 | 1.420000 | 543.000000 |
| CTEK | 13 | 1.550000 | 538.200000 | 4.200000 | 0.790000 | 533.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Swedbank A | 3 | -0.240000 | 565.950000 | 1.950000 | 0.350000 | 564.000000 |
| Karnov Group | 9 | -1.000000 | 535.500000 | -0.500000 | -0.090000 | 536.000004 |
| Creaspac SPAC | 6 | -0.310000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Securitas B | 6 | 0.850000 | 568.800000 | -1.200000 | -0.210000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.390000 | 244.320000 | -1.680000 | -0.680000 | 246.000000 |
| Handelsbanken A | 5 | -0.140000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Sampo Oyj SDB | 7 | 0.090000 | 3846.500000 | -3.500000 | -0.090000 | 3850.000000 |
| Essity B | 2 | -1.320000 | 569.800000 | -4.200000 | -0.730000 | 574.000000 |
| Essity A | 4 | -0.520000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| Midsona B | 63 | 3.040000 | 577.080000 | -5.920000 | -1.020000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.030000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.280000 | 566.000000 | -28.570000 | -4.810000 | 594.565215 |
| FM Mattsson Mora Group B | 50 | -2.690000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Vivesto | 1368 | -2.060000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Axfood | 13 | 0.110000 | 3664.700000 | -91.300000 | -2.430000 | 3756.000001 |
| OX2 | 18 | 0.500000 | 1456.200000 | -207.800000 | -12.490000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.200000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | 0.000000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46435.890000 | -452.680000 | -1.64313% | 46888.564618 |
Updated:¶
'2023-01-23 10:15:33.244598'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
